RDST Capital as of June 30, 2026
Portfolio Holdings for RDST Capital
RDST Capital holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| James Hardie Inds Ord Shs (JHX) | 8.7 | $105M | 4.0M | 26.18 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 8.1 | $97M | 204k | 477.57 | |
| Martin Marietta Materials (MLM) | 7.8 | $94M | 164k | 576.70 | |
| Union Pacific Corporation (UNP) | 7.4 | $89M | 328k | 272.00 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 7.3 | $88M | 791k | 111.31 | |
| Amazon (AMZN) | 6.9 | $83M | 348k | 238.34 | |
| Floor & Decor Hldgs Cl A (FND) | 6.6 | $80M | 1.3M | 59.36 | |
| Meta Platforms Cl A (META) | 6.6 | $79M | 141k | 563.29 | |
| Doordash Cl A (DASH) | 5.9 | $71M | 385k | 184.53 | |
| Coupang Cl A (CPNG) | 5.8 | $70M | 4.0M | 17.37 | |
| NVIDIA Corporation (NVDA) | 5.4 | $66M | 329k | 200.09 | |
| Microsoft Corporation (MSFT) | 5.2 | $62M | 167k | 373.02 | |
| Hubspot (HUBS) | 5.0 | $61M | 332k | 182.51 | |
| Broadcom (AVGO) | 3.5 | $42M | 111k | 377.75 | |
| Carvana Cl A (CVNA) | 3.3 | $40M | 605k | 65.82 | |
| Datadog Cl A Com (DDOG) | 3.2 | $39M | 148k | 260.36 | |
| MarketAxess Holdings (MKTX) | 2.3 | $28M | 247k | 113.49 | |
| Apollo Global Mgmt (APO) | 1.1 | $13M | 112k | 118.31 |
